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Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.

About this role:

Wells Fargo is hiring a Business Growth Strategy Associate to support its Private Bank division within Wealth & Investment Management. 

This role is ideal for early-career professionals who are passionate about driving strategic initiatives, identifying growth opportunities, and supporting cross-functional projects that enhance business performance.  Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

Participate in planning and execution of tactical activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned marketEnsure adherence to compliance regulations and policiesPerform research within Business Growth Strategy functional area, identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customersReceive direction from Business Growth Strategy supervisor and exercise independent judgment while developing strategies to enhance growth opportunities in a designated marketParticipate in defining and tracking metricsCollaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders, including internal or external customers to grow market share and meet customer needs

Required Qualifications:

6+ months of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

6+ months of experience in one or a combination of the following: Financial Services, Business Development or Brokerage Excellent verbal, written, and interpersonal communication skillsIntermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skillsKnowledge and understanding of business development: business vision, strategies, and goalsKnowledge and understanding of investment advisory and portfolio managementStrong telephone etiquette skillsExpectational presentation skills Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Job Expectations:

This position is not eligible for Visa sponsorship.This position offers a hybrid work schedule.Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Job Location:

550 S Tryon St, Charlotte NC, 28202

Posting End Date: 

5 Oct 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.